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3rd Edition Guide published January 2014

Background

My law practice is limited to estate planning with a view to the lifetime protection of the estate (“integrated estate planning”), offshore planning, conventional domestic and international estate planning, transactional matters, business and tax planning.

My practice is known worldwide for its efforts concerning the asset protection component of integrated estate planning. My practice has influenced trust legislation in a number of countries around the world, professional endeavors have revolutionized the thinking of lawyers and other wealth planners globally. This includes the adoption by various jurisdictions of statutory law designed to lend certainty to the planning concepts involved in integrated estate planning.

Welcome To My Website

This website has been designed with a number of goals in mind, including providing current and accurate information for those interested in integrated estate planning and its asset protection component. Providing information on my practice generally is another primary goal.

People come to my website for reasons that include learning more about my qualifications generally, and about asset protection as a component part of integrated estate planning.

I co-authored offshore protective trust legislation that was the first-of-its-kind legislation for asset protection trusts, which was enacted by the Parliament of the Cook Islands in 1989. This legislation has served as a model for more than 20 other offshore jurisdictions and over ten states that have enacted asset protection trust legislation.